Ishares Tr Msci Usa Momentum Factor shares owned by Planned Solutions
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.4k | 202.76 |
| 2024-06-30 | $1.0M | 5.4k | 194.87 |
| 2024-03-31 | $1.0M | 5.4k | 187.33 |
| 2023-12-31 | $840k | 5.4k | 156.90 |
| 2023-09-30 | $926k | 6.6k | 139.70 |
| 2023-06-30 | $956k | 6.6k | 144.25 |
| 2023-03-31 | $963k | 6.9k | 139.05 |
| 2022-12-31 | $1.3M | 8.7k | 145.93 |
| 2022-09-30 | $1.2M | 8.8k | 131.14 |
| 2022-06-30 | $1.2M | 8.8k | 136.34 |
| 2022-03-31 | $1.5M | 8.8k | 168.29 |
| 2021-12-31 | $17M | 94k | 181.82 |
| 2021-06-30 | $16M | 91k | 173.43 |
| 2021-03-31 | $14M | 90k | 160.86 |
| 2020-12-31 | $15M | 94k | 161.29 |
| 2020-09-30 | $13M | 88k | 147.40 |
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